Cloning an Order
Cloning an order enables users to create a new order based on an existing one, using it as a template. This eliminates the need to manually fill in all the fields in the order creation form. It’s useful for creating similar orders or resending an order that encountered an issue. If interested, please contact your Customer Success Manager to have this feature turned on for your account.
How to clone an order
- In the Extensiv Sandbox, go to 3PL Warehouse Manager.
- Navigate to Orders, then click Find Orders.
- Select the desired order you wish to clone.
- Click Manage.
- Click Clone Order.
- Enter a new Reference Number. Note that the Customer and Warehouse fields are pre-filled.
Aside from the Reference Number, the following fields are not copied during the cloning process:
- Tracking number
- Load number
- BOL number
- Trailer number
- Seal number
- Door
- Capacity type
- Pickup date
- Order charges
- Order packages
- Custom fields (both order-level and line-item-level)
- Bin numbers
- Â Click Save. This will direct you to a screen similar to the one used for creating a new order.Â
- Â By clicking either Complete or Ship and Close, the newly cloned order will become visible in the Find Orders grid.
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